Change Roadmap: Upcoming Projects and Enhancements
2024-04-12
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This page serves as a one-stop shop for departments and stakeholders across Stanford to stay up to date with projects and enhancements, as well as associated resources to support them.
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announcement
Annual Tax Form Distributionopen_in_new
2024-04-05
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Updated service request links for payroll tax support for 592B and 1099-NEC documents.
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update
Continuous Improvements to Fingate
2024-02-22
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FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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Tax Reminders and Resources
2023-12-07
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New Year Tax Reminders and Resources Whether it’s where to find tax documents or how to look up or change withholding allowances, below are commonly-used resources to help you navigate tax season.
Get help with questions about tax dates and documents.
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Excellence in Financial Stewardship | Issue 9open_in_new
2023-11-16
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This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.
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PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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announcement
Tax Compliance at Stanfordopen_in_new
2023-09-05
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Added information on property tax exemption and tax-exempt bond financing.
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update
PTA Manager Enhancement: Closing Non-Sponsored PTAs Using Bulk Uploads
2023-07-28
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In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that...
Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.
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announcement
Cash and Check Deposit Enhancements
2023-07-24
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The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community...
This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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